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- Tasks: Help members navigate their retirement journey and provide tailored support.
- Company: Join Smart, a leader in transforming financial wellbeing for all generations.
- Benefits: Competitive salary, flexible working hours, and opportunities for personal growth.
- Why this job: Make a real difference in people's lives by guiding them through retirement options.
- Qualifications: Experience in pensions or financial services, with strong communication skills.
- Other info: Dynamic team environment focused on member satisfaction and business growth.
The predicted salary is between 40000 - 55000 £ per year.
At Smart, our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.
This role is responsible for identifying customer needs and proactively providing relevant product and service information to enhance the overall member experience. It focuses on supporting members at key stages of their pension journey, particularly when considering consolidation and retirement options. The role involves building strong rapport and trust with members, enabling the delivery of clear information and guidance to support informed decision-making and positive retirement outcomes. It also contributes to business growth and revenue through appropriate upselling, particularly in pre-retirement consolidation and facilitating a smooth transition into retirement solutions. The successful candidate will be able to assess and respond to the diverse needs of members, from the straightforward to more affluent segments, tailoring support accordingly. They will leverage Smart’s professional guidance services to deliver personalised, high-quality support throughout the member journey.
Responsibilities:
- Representing Smart in the delivery of a service experience that stands out from the crowd.
- Contribute to revenue targets through member engagement in Smart Retire and member support in easing the flow between provider in converting transfers.
- Case handling as appropriate in achieving the member retirement outcome.
- Ability to engage with different types of membership, with empathy to build trust and engagement, informing customers of all the relevant options, risks and benefits and providing technical information and guidance to allow informed decisions to be made.
- Triage member through to broader Smart Retire guidance services as required to support the member needs with a seamless experience.
- Identify and resolve issues.
- Achieve agreed SLA timescales and personal performance targets.
- Achieve 5* Trust Pilot Reviews and NPS scores based on the service provided.
- Support other team members when and where necessary in order for SPMT to meet overall Service Levels.
Who We Are Looking For:
- Experience as a Paraplanner ideally.
- Strong understanding of Defined Contribution (DC) pension arrangements.
- Knowledge of UK pension legislation and regulatory requirements.
- Working knowledge of pension allowances and taxation at retirement and during withdrawal.
- Ability to recognise differing member needs and clearly explain retirement options in simple terms.
- Exposure to higher-value pension pots and more sophisticated client needs.
- Confidence discussing technical topics (within non-advisory boundaries) and liaison with other resources to seamlessly.
Retirement Solutions Consultant in London employer: Smart Pension
Contact Detail:
Smart Pension Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Solutions Consultant in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and retirement sectors. Attend industry events or webinars where you can meet potential employers and showcase your knowledge about pension solutions.
✨Tip Number 2
Practice your pitch! Be ready to explain how your experience aligns with the role of a Retirement Solutions Consultant. Highlight your understanding of DC pension arrangements and your ability to engage with diverse member needs.
✨Tip Number 3
Showcase your empathy! When speaking with potential employers, demonstrate your ability to build trust and rapport with members. Share examples of how you've helped clients navigate their retirement options in the past.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining Smart. Make sure to tailor your application to reflect your passion for transforming retirement and financial wellbeing.
We think you need these skills to ace Retirement Solutions Consultant in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Retirement Solutions Consultant. Highlight your experience with pension arrangements and any relevant qualifications that show you understand the ins and outs of retirement options.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about transforming retirement and how your skills can enhance the member experience. Be genuine and let your personality come through.
Showcase Your Empathy: In this role, building trust with members is key. Use examples in your application that demonstrate your ability to connect with people and understand their diverse needs. We want to see how you can make a difference!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Smart!
How to prepare for a job interview at Smart Pension
✨Know Your Stuff
Make sure you brush up on your knowledge of Defined Contribution pension arrangements and UK pension legislation. Being able to discuss these topics confidently will show that you're well-prepared and understand the complexities of the role.
✨Empathy is Key
Practice how to engage with different types of members, especially when discussing sensitive topics like retirement. Use role-playing scenarios to build your ability to empathise and tailor your communication style to suit various customer needs.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've identified and resolved issues in previous roles. This will demonstrate your ability to handle case management effectively and contribute to positive member outcomes.
✨Aim for 5-Star Service
Familiarise yourself with what it takes to achieve high Trust Pilot reviews and NPS scores. Think about how you can provide exceptional service and support to members, and be ready to share your ideas during the interview.